CRD: 299404
THE Menard Financial Group, LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-03-2018
- Office Locations
- 1
Office Locations
About THE Menard Financial Group, LLC
The Menard Financial Group, LLC is an SEC-registered, fee-only RIA in Houston that uses an “Integrated Financial Plan” to align investments, cash flow management, and long-term goals. The firm works primarily with successful business owners and high-net-worth executives, providing holistic financial planning and portfolio management, including ETF and fixed-income allocation. Founded by David Menard in 1991.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
DAVID WAYNE MENARD
Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #2279466
- Ownership
- 75% or more
LEE ANN MENARD
Chief Compliance Officer, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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STEPHEN CHADWICK SCOTT
Managing Director
- CRD
- #2123349
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $329,866,337 | $964,521 |
| Non-Discretionary | $5,392,940 | $449,412 |
| Total | $335,259,277 | $947,060 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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